401(k) · DOL Form 5500 · 2024

Artisan Partners Holdings LP 401(k) Plan

Data updated 2026-08-25

$388M
Total assets Above avg plan size
533
Participants Below avg headcount
96th
Percentile by assets National rank
$727,196
Avg per participant High balance/head
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Official DOL plan name: Artisan Partners Holdings LP 401(k) Plan · Sponsored by Artisan Partners Holdings LP · Wisconsin · Finance & Insurance

$388M in assets, 533 participants

Artisan Partners Holdings LP's Artisan Partners Holdings LP 401(k) Plan reported $388M in total assets and 533 participants in its 2024 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,043 in Finance & Insurance (8,549 peers)

Where Artisan Partners Holdings LP 401(k) Plan sits by assets

Artisan Partners Holdings LP 401(k) Plan sits in the top 5% of all filed plans by assets, $388M for 533 participants (~$727,196/participant), up 21.0% in 2024.

#8,043
in Finance & Insurance (8,549 peers)
+21.0%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Artisan Partners Holdings LP 401(k) Plan's outsized position by total assets

Artisan Partners Holdings LP 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$387,595,653 Top 4% higher than 96% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Artisan Partners Holdings LP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Artisan Partners Holdings LP 401(k) Plan sits mid-pack in the medium band (533 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Artisan Partners Holdings LP 401(k) Plan end-of-year assets rose from $320M in the plan year 2023 filing to $388M in the plan year 2024 filing.
  • Artisan Partners Holdings LP 401(k) Plan reported participants rose from 515 in the plan year 2023 filing to 533 in the plan year 2024 filing.
  • Artisan Partners Holdings LP 401(k) Plan reported net income fell from $68M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391807188 · Artisan Partners Holdings LP PY 2024 · 401(k)

Artisan Partners Holdings LP 401(k) Plan · $388M · 533 · 96th

  • TYPE $388M
  • NET 533
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near Xperi Inc. 401(k) Plan
  • SCH ind #8043

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Wisconsin →

Artisan Partners Holdings LP 401(k) Plan in the asset neighbourhood

Thyssenkrupp Materials NA, Inc. 401(k)PlanThyssenkrupp Materials NA, I…$388MXperi Inc. 401(k) Plan$388MArtisan Partners Holdings LP 401(k) PlanArtisan Partners Holdings LP…$388MBendix Commercial Vehicle Systems LLC Savings PlanBendix Commercial Vehicle Sy…$388MCity of Hope Medical Group 401(k) Retirement Savings PlanCity of Hope Medical Group 4…$387M
End-of-year total assets ($M) among Artisan Partners Holdings LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$320M
Net Assets (End of Year)$388M
Net Income$67M
Employer EIN391807188
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Artisan Partners Holdings LP)

Sponsor-wide plan assets over time

All Artisan Partners Holdings LP plans reported in each filing year

Latest sponsor-wide plan assets
$388M 53.51639727385567% vs 2022
2024 filing year
$200M$250M$300M$350M$400M$450M 202220232024 $252M $388M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 467 $252M
2023 1 515 $320M
2024 1 533 $388M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Artisan Partners Holdings LP 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Artisan Partners Holdings LP 401(k) Plan, Total assets ($B): 0.387595653 · Participants: 533Artisan Partners Holdings LP 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Artisan Partners Holdings LP 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Artisan Partners Holdings LP 401(k) Plan side-by-side with 3 peers →

Artisan Partners Holdings LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Xperi Inc. 401(k) Plan in CA ($388M); by covered participants it is Topbloc 401(k) Plan in IL (533 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($388M here).

Similar participant headcount

Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Artisan Partners Holdings LP 401(k) Plan assets move in 2024? ▼
Artisan Partners Holdings LP 401(k) Plan grew sharply - up 21.0% during 2024, from $320M to $388M. Reported net income was $67M.
How have Artisan Partners Holdings LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Artisan Partners Holdings LP's sponsor-wide assets grew 53.5%, from $252M to $388M.
Where does Artisan Partners Holdings LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Artisan Partners Holdings LP 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Artisan Partners Holdings LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xperi Inc. 401(k) Plan in CA ($388M, 871 participants).
Which 401(k) plans cover a similar participant headcount to Artisan Partners Holdings LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Topbloc 401(k) Plan in IL (533 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391807188.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.